8.1 Importing Data - ASQ Online

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8.1 Importing Data

In this section, you will learn how to use Data Templates provided by ASQ Online to gather and format the data necessary for import. The Data Templates are in a comma separated value (CSV) format which can be opened in Microsoft Excel or Notepad. The Data Templates contain all of the fields necessary to import child, caregiver, and/or screening data.

8.1.1 Data Templates

There are 11 Data Templates available within ASQ Online. The table below provides the name of the Data Template, a brief description, the data that is included in the template, and additional notes.

Data Template	Description	Data Included	Notes
Child and Caregiver Profile Data Template	Template to import one or more Child Profiles with a linked Caregiver Profile.	All Child Profile and Caregiver Profile fields (demographics), including any custom fields created by the Pro/Enterprise Account Administrator.	A Caregiver Profile is not required. If no Caregiver Profile is included in the import file, the system will only import the Child Profile data.
Caregiver Profile Data Only Template	Template to import Caregiver Profile information only.	Includes all Caregiver Profile fields (demographics), and any custom fields created by the Pro/Enterprise Account Administrator.	Use this template to import additional Caregiver Profiles for a child record.
ASQ-3 Template	Template to import ASQ-3 questionnaire (English or Spanish) to either an existing or new Child Profile.	Includes child, caregiver, and screening data.	Use this template to import child, caregiver, and questionnaire data for ASQ-3.
ASQ:SE-2 2 month Data Template ASQ:SE-2 6 month Data Template ASQ:SE-2 12 month Data Template ASQ:SE-2 18 month Data Template ASQ:SE-2 24 month Data Template ASQ:SE-2 30 month Data Template ASQ:SE-2 36 month Data Template ASQ:SE-2 48 month Data Template ASQ:SE-2 60 month Data Template	Template to import ASQ:SE-2 questionnaire (English or Spanish) to either an existing or new Child Profile.	Includes child, caregiver, and screening data.	Use this template to import child, caregiver, and questionnaire data in one single file for ASQ:SE-2 *Note: There are separate Data Templates for each age interval for ASQ:SE-2.

8.1.2 Downloading Data Templates for Import

The first step in importing data into ASQ Online is to download the appropriate Data Template to use as a basis for importing. You may either use the Template to enter the data, or you may export data from another system (database, application, etc.) and format the output, so that it matches the Template.

To download a Data Template:

Select Account from the top navigation menu.

Select the Import Data Quick Link.

Click on the Download Data Templates tab.
Click on the name of the Data Template you would like to download.

A pop-up window will appear prompting you to open or save the file.
Click the Save button to save the Data Template to your computer.

NOTE: The file extension of the Data Templates are comma separated values (CSV). When opening the file, you may need to select “All Files” for the file type, in order to locate the file.

8.1.3 Importing New Child/Caregiver/Screening Data

Once the Data Template you wish to use for importing has been downloaded, the next step is to either manually enter the data needed, or export the necessary data from your own data management system.

Each Data Template contains “Required” and “Non-required” data fields for import. Even if you plan on omitting non-required data fields from the template, the column header that includes the data field name must be included in your import file. If this column is not included, the file will not import correctly.

See Section 8.5 for more information on data fields, data format requirements, and the required fields for each of the Data Templates.

To import your data file:

Select Account from the top navigation menu.
Select the Import Data Quick Link.
From the “Import type” drop-down menu, select the Data Template you wish to use for importing.
Select the date format that matches your file.
Click the Browse button to select the file you wish to import, from your computer. NOTE: The file must match the selected template in order to successfully import the data. (Example: When using the Child and Caregiver Profile Data Template, the file you select must include the Child and Caregiver Profile information.)
Once the file has been selected, click the Import button.
The file will be listed under the Import Status tab. It will list the type of template. Underneath it should list the state of the file Pending review or errors, the name of the person who imported the file, time the import started and how many records. If there are errors then it will list them and the resolution methods.
Once the file is processed a button will appear to Finalize the import or cancel.
Select the action by choosing the button.

If the file is processed successfully it will update the state to Ok.

To view recent import attempts into ASQ Online, click the Recent Imports tab, on the Import Data page. The most recent imports will be listed, including the name of the Import Data Template, the date of the import, who imported the data, status, the total number of records imported, and the total number of records updated.

You can locate the newly imported child, caregiver, and/or screening data on the corresponding child’s profile page.

If the import was not successful, you will receive one or more error messages. The error message will detail why the import did not work. Correct the errors and try uploading the import file again. See Section 8.3 for some tips on how to troubleshoot common import errors.